Welcome to Zhang Financial

A FEE-ONLY ADVISORY FIRM

WHY ZHANG FINANCIAL

Zhang Financial is a fee-only advisory firm and proud member of NAPFA, the National Association of Personal Financial Advisors.

Why Choose Zhang?

FEE-ONLY ADVISOR

Zhang Financial is a fee-only advisory firm. Charles and Lynn are proud members of NAPFA, the National Association of Personal Financial Advisors.

Why Fee-Only?

INDUSTRY RECOGNITION

Zhang Financial has been nationally recognized for its quality of practices, financial expertise, client service, and unbiased investment advice.

Nationally Recognized

ACCOUNT PROTECTION

LPL Financial is a member firm of the Securities Investor Protection Corporation (SIPC). Membership provides account protection...

SIPC Protected

About Zhang Financial

WHO WE ARE

01-5931 Oakland Dr Building

Zhang Financial sets a new standard for your finances. Established more than three decades ago,1 Zhang Financial has developed into a prominent industry leader while maintaining its client-centered focus. Our comprehensive, fee-only solution is built upon an academic, evidence-based investment philosophy aimed at providing the highest probability of success.

Charles Zhang, CFP®, was ranked #1 in 2024, 2023, and 2021 on Barron's list of America's Top 100 Independent Wealth Advisors and has placed in the top 2 on the list for the past six years.  Charles was also ranked #4 in the nation on Forbes' list of America's Top Wealth Advisors for 2024 and is the highest-ranking  Fee-Only NAPFA-Registered Financial Advisor on the list.*

Zhang Financial is also known for its commitment to philanthropy, especially within our local community. See Giving Back.

Zhang Financial has been named the winner of the 2022 Better Business Bureau's Torch Award for Ethics. The Torch Award for Ethics is the most prestigious honor the BBB can present to exceptional organizations for their dedication to integrity and ethical practices.

Video: Award Announcement Reaction
Video: Acceptance Speech by Lynn Chen-Zhang
TAfE_2022Winner-TwoTone-600x394

INFORMATIONAL VIDEOS

WEALTH MANAGEMENT

Why Choose a Fee-Only Advisor?

Why Read ADV Before Investing?

Do you Know your Advisor as well as the SEC?

PUT AMERICA'S TOP NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR TO WORK FOR YOU.

OUR FOUNDERS

EXECUTIVE OFFICERS

CHARLES ZHANG

CFP®, MBA, MSFS, ChFC, CLU,
Founder and President

Founder and President

LYNN CHEN-ZHANG

CFP®, CPA, MBA, MSA
CEO

CEO and Chief Compliance Officer

Meet the rest of the leadership team at Zhang Financial.

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.